Analytical role with a strong interface with the CFO and the Controller. I supported strategic initiatives, led digital transformation efforts, financially evaluated projects/product lines, standardized processes, increased automation and created KPI/Dashboards.● Led automation and digital transformation efforts by automating management reporting and automating processes which reduced the time spent on those tasks by up to 90%.● Recommended actions on proposed R&D projects/CDC/Capex after building financial models and exercising due diligence. ● Spearheaded Cross-functional teams to increase visibility on the business by establishing processes for recording/storing data and automated insights from them.● Assisted in modeling and analyzing investment and divestment options ● Assist in Budgeting and Forecasting process for revenue and expenses● Collaborated with Sales and Marketing to create price updates on our price list which would yield to ~1% revenue increase and directly impact our bottom line● Built KPI's to track insourcing projects, NPD status, and incentive programs.● Provided liaison across the organization on ERP, reporting, analysis, costing, margins, and improving process and procedures● Assist in Month-end close process including creating JE adjustments, company consolidations, Variance analysis, YoY insights● Led correction of inventory value process by mass analyzing PO's, current costs and BOM.● Built TCO, ROI, and Breakeven models to assist sales close deal on high-value systems● Created various tools like BOM creator, cost comparison tools using VBA Macros and various queries to increase efficiency in different departments. These tools have been adopted by Engineering, Sales, and Operations as well. ● Created a process for automating sending past due invoices using Power Query, Python, and VBA

● Decreased various invoicing preparation time by up to 95% using VBA Macros● Assisted in reconciling various G/L accounts ● Collaborated with Client Experience Group to ensure accurate and timely client billing● Approved approx. 4500 jobs per month after accounting review● Prepared monthly KPI’s for analyzing efficiency in Journal entries, adjustments and billings

• Identified $320,000 labor variance in the inventory and helped to solve the issue• Analyzed various internal accounts (PPV, Cost Roll-up, Inventory Adjustment, WIP, GRNI) to account for the source of all large variances. Rectify variances in PPV account• Implemented Dashboards using various Business Activity Queries on EPICOR platform• Established an Amazon presence in Labsphere as a new method of a distribution channel• Analyzed the sales of all custom orders in last FY and recommend necessary changes to be implemented to increase the margins on custom orders• Created and presented the year over year analysis on financial performance of the company and tried to find patterns and trends• Calculated savings from new investments in the company (analyzed savings from parts in-sourced vs outsourced). • Analyzed Job Closing/Costing Process and recommended various changes to increase the efficiency of the Job Closing process.• Increased the accuracy of standard cost to reflect the actual cost for Purchased Parts. (Approx. $50,000 variance)• Created templates for multiple reports reducing redundancy and increasing automation/efficiency. • Calculated actual margins and variances in sales of all of the product lines.• Reviewed the budget periodically to adjust actual data and determine the difference from previous forecasts for both plants in North Sutton and Shanghai, China.• Determined the parts with highest sales to no sales in the last two years from the price list.

• Identified and examined Point of Sales(POS) applications and their interface with ERP system.• Created a report summarizing excise tax requirements and reporting mechanisms to TTB in all 50 states.• Developed and administered a training program for using a POS system in Barranquero café (State College, PA)

• Determined the similarity or difference between fundamental valuation and real life investing from Shark Tank. • Surveyed 300+ Student Managed Investment Funds on their student demographics, fund performance, policies, and transparency. Analyzed the data to create a report on this research. • Presented the Student Managed Investment Fund research to Financial Education Association conference in Florida.

• Formed an executive board and founded the ONE chapter at Colby-Sawyer College.• Recruited over 90 people for the club.• Conducted Information sessions about foreign aid policies and the importance of advocacy.•Attended the yearly ONE Power summit twice to network with other like-minded individuals.

• Developed valuation models to buy/sell securities for a $450,000+ investment portfolio.• Spearheaded analysis and modification in the Financial sector to maintain a 10% exposure in the fund.• Bought East West Bancorp, Inc. on December 9, 2015. Annual Rate of Return = 22.97%. (update December 9, 2016)